The Invoice Reports track invoice transactions in your account, allowing you to see an overview of all the invoices generated in a given time period.
There are two ways to get to the Invoice Reports:
Click the vertical ellipses [
⋮] on your Invoices App and choose Reports.
In the Invoices List screen, click Reports at the top right of the screen.
This will take you to the Invoice Reports screen.
Invoice Chart Filtering
At the top of the screen, you can filter which invoices are included in the reports. There are subtle differences between QuickBooks Desktop and QuickBooks Online.
For QuickBooks Desktop
For QuickBooks Desktop users, by default, only transactions from the last month are retained in Method but are not deleted from QuickBooks. If you want Method to sync all of your invoices, please see our article "Why can't I see my past transactions?"
Status - you can choose to have the reports display:
All - show all invoices regardless of status.
Overdue - show only overdue invoices.
Paid - show only paid invoices.
Sales Rep - you can choose to have the reports display:
Shared - all invoices in Method you have permission to see.
Specific Sales Rep - invoices belonging to a specific Sales Rep if you have permission to view their records.
Range - from the dropdown, you can choose to have the reports display only invoices from a particular time period
For QuickBooks Online
Status - you can choose to have the reports display:
All - show all invoices regardless of status.
Overdue - show only overdue invoices.
Paid - show only paid invoices.
Assigned To - you can choose to have the reports display:
Shared - all invoices you have permission to see.
Specific User - invoices belonging to a specific user if you have permission to view their records.
Range - from the dropdown, you can choose to have the reports display only invoices from a particular time period
Invoice Chart Types
There are a number of invoice related charts which you can view.
By clicking any bar in a chart, a list of invoices that make up that bar will appear in a grid at the bottom of the screen. From there, you can select a particular invoice to view it in more detail.
Here are the types of charts available. In all of these transactions, taxes are not included:
Subtotal by Month - Amount of money generated in invoices that month.
Subtotal by Item - Amount of money in invoices grouped by item.
Item Quantity - How many of each item was invoiced.
Subtotal by Sales Rep (QuickBooks Desktop Only) - Amount of money in invoices grouped by Sales Rep.
Invoices by Sales Rep (QuickBooks Desktop Only) - How many invoices each Sales Rep was assigned to.
Subtotal by Assigned To (QuickBooks Online Only) - Amount of money in invoices grouped by user.
Invoices by Assigned To (QuickBooks Online Only) - How many invoices each user was assigned to.
Subtotal by Customer - Amount of money in invoices grouped by customer.
Invoices by Customer - How many times each customer was invoiced.